Funds holding Evercore Inc
507 funds declare a position · 121 ETFs and 386 other funds · 4.9B $· 38.8M SEK· 117.6K € · US29977A1051
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,676 | 3.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 202 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 10,657 | 30.3M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 203 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 10,632 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 204 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 10,471 | 3.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 205 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 10,420 | 3.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 206 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 10,190 | 3.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 207 | Royce Small-Cap Fund ROYCE FUND | 10,122 | 3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 208 | iShares Russell 3000 ETF iShares Trust | 10,115 | 3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 209 | MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 9,901 | 3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 210 | SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 9,697 | 2.9M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 211 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,563 | 3.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 212 | Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 9,418 | 2.8M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 213 | First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,188 | 3M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 214 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 8,714 | 2.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 215 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 8,644 | 2.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 216 | HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 8,582 | 2.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 217 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 8,495 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 218 | AQR Managed Futures Strategy HV Fund AQR Funds | 8,464 | 2.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 219 | Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 8,429 | 2.6M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 220 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,374 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 221 | Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 8,372 | 2.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 222 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,223 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 223 | JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 8,141 | 2.4M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| 224 | JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | 8,028 | 2.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 225 | T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 7,808 | 2.3M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 226 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 7,740 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 227 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,595 | 2.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 228 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 7,505 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 229 | MidCap Value Fund I Principal Funds, Inc | 7,473 | 2.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 230 | Victory Mid-Cap Core Growth Fund Victory Portfolios | 7,300 | 2.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 231 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,283 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 232 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 7,165 | 2.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 233 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 7,125 | 2.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 234 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,057 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 235 | Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 7,053 | 2.3M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 236 | Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 7,025 | 2.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| 237 | William Blair Growth Fund WILLIAM BLAIR FUNDS | 6,953 | 2.1M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 238 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 6,804 | 2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 239 | Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 6,745 | 2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 240 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 6,661 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 241 | JNL/Mellon Financial Sector Fund JNL Series Trust | 6,654 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 242 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 6,651 | 2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 243 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 6,637 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 244 | Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 6,413 | 1.9M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 245 | Mid-Cap Value Portfolio PACIFIC SELECT FUND | 6,322 | 1.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 246 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 6,316 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 247 | NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 6,279 | 1.9M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 248 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 6,266 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 249 | Thrivent Small Cap Value ETF Thrivent ETF Trust | 6,262 | 1.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 250 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,183 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 251 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 6,099 | 1.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 252 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 6,097 | 2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 253 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,082 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 254 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,057 | 1.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 255 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,889 | 1.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 256 | Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 5,782 | 1.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 257 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 5,613 | 1.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 258 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,556 | 1.7M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 259 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,486 | 1.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 260 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 5,467 | 1.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 261 | Royce Small-Cap Value Fund ROYCE FUND | 5,463 | 1.6M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 262 | Boston Partners Long/Short Research Fund RBB Fund, Inc. | 5,460 | 1.7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 263 | Mid Cap Value Fund VALIC Co I | 5,398 | 1.7M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 264 | Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II | 5,388 | 1.6M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 265 | Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 5,387 | 1.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 266 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 5,379 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 267 | Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 5,358 | 1.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 268 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 5,344 | 1.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 269 | Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 5,231 | 1.7M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 270 | Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 5,200 | 1.6M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 271 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 5,200 | 1.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 272 | AQR Alternative Risk Premia Fund AQR Funds | 5,182 | 1.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 273 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,090 | 1.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 274 | Catalyst Dynamic Alpha Fund MUTUAL FUND SERIES TRUST | 5,025 | 1.5M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 275 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 4,953 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 276 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,822 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 277 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,800 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 278 | AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 4,787 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 279 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 4,748 | 1.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 280 | VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 4,740 | 1.5M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 281 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 4,718 | 1.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 282 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,717 | 1.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 283 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 4,700 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 284 | Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 4,446 | 1.4M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| 285 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 4,437 | 1.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 286 | WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 4,423 | 1.4M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 287 | Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 4,373 | 1.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 288 | Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 4,305 | 1.3M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 289 | Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 4,300 | 1.3M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 290 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 4,243 | 1.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 291 | Victory Extended Market Index Fund Victory Portfolios III | 4,228 | 1.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 292 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,214 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 293 | Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,147 | 1.2M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 294 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 4,137 | 1.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 295 | WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 4,100 | 1.2M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| 296 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 4,099 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 297 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,069 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 298 | TimesSquare Quality Mid Cap Growth ETF 2023 ETF Series Trust | 3,996 | 1.2M $ | 3.34 % | as of Feb 28, 2026 · Original filing |
| 299 | The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 3,978 | 1.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 300 | GuideMark Large Cap Core Fund GPS Funds I | 3,969 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
Institutional managers
643 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,648,858 | 1.1B $ | as of Mar 31, 2026 |
| FMR LLC | 1,669,662 | 498.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,424,686 | 425.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,316,852 | 388.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,179,024 | 352M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,043,338 | 311.5M $ | as of Mar 31, 2026 |
| TD Asset Management Inc | 958,472 | 286.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 917,801 | 274M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 623,259 | 186M $ | as of Mar 31, 2026 |
| Boston Partners | 580,174 | 173.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 548,530 | 163.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 524,531 | 156.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 468,882 | 133.7M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 424,719 | 126.8M $ | as of Mar 31, 2026 |
| BAHL & GAYNOR INC | 401,833 | 120M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 390,584 | 116.6M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 369,040 | 110.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 357,164 | 106.6M $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 353,950 | 105.7M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 331,109 | 98.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 319,237 | 95.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 318,967 | 95.2M $ | as of Mar 31, 2026 |
| Paralel Advisors LLC | 300,000 | 89.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 292,605 | 87.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 275,310 | 82.2M $ | as of Mar 31, 2026 |